Error: This record isn't syncing because a record with a duplicate name already exists. Duplicate Document Number Error Duplicate Name Exists Error Account Period.ġ How do I solve my duplicate invoice/contact/job? Only one will sync. No duplicate payments.īelow is a list of common Quickbooks Online QBO issues and steps to resolve them.
Once selected, though, it will stay selected until changed.Once Purple implemented Stampli to supplement their AP department they cut their invoice processing time by 63%. Please note that if this Option is selected, Importer requires that the user go back to re-upload the import file and go through the import steps again. However, if the dates in the import file are formatted in Day/Month/Year format, select this Option so that the dates are properly created in QuickBooks Online. This Cross Reference Option is only available to be used with sales transactions (Invoices, Sales Receipts, Credit Memos, and Refund Receipts).īy default, Importer assumes the date is in Month/Day/Year format. However, selecting the Cross Reference Option will change it so that Importer looks for a match in the SKU field instead. Additionally, there might be formatting differences between the other system and QuickBooks Online as to how names are formatted so that they do not match exactly.īy default, Importer will look for a matching Name in the Products and Services list in QuickBooks Online when importing.
In QuickBooks Online, Products and Services are organized by Name. However, other databases or services that may be imported may use a SKU Number instead of a Product or Service Name. However, selecting the Cross Reference Option will change it so that Importer looks for a match in the following fields in QuickBooks Online instead:Ĭustomer – Exemption Details (previously called Resale Id) *Not available to be used with the new auto tax feature in QuickBooks OnlineĬustomer – Other (found among Phone Numbers)Ĭross Reference for Items (Products and Services)
Additionally, there might be formatting differences between the other system and QuickBooks Online as to how names are formatted so that they do not match exactly.īy default, Importer will look for a matching name in the Display Name As field on the Customer or Vendor in QuickBooks Online when importing sales or purchase transactions. However, other databases or services that may be imported may use a Customer or Vendor Account Number instead of a Name. In QuickBooks Online, Customers and Vendors are organized by Name. However, if importing data from another system that may have some issues not matching QuickBooks Online correctly, consider trying this Option to instead have the transaction not import if Importer cannot find a matching list item in QuickBooks Online.Ĭross Reference for Customers and Vendors Importer by default will create new list items for Accounts, Products and Services, Customers, Vendors, Accounts, Locations, Classes, Sales Terms, and Payment Methods when importing transactions if they do not currently exist in QuickBooks Online. This feature is available on the following transaction types:ĭo Not Automatically Add New List Items to QuickBooks Online
If the transaction numbers are not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the QuickBooks Online company file, select this Option. Let QuickBooks Auto-Assign Transaction Numbers If the import file contains Account Numbers, include the lowest Sub-Account Number only in the import file and be sure to select this Option. Check the box next to those Options that are to be used and then select the SAVE CHANGES button at the bottom left. These Options will be saved/retained for all future imports.īy default, Importer assumes that Account Names will be used on any transactions that use General Ledger Accounts. When the OPTIONS button is selected, a screen will display the available Options. To access all the Options, on the Preview and Import page, click the OPTIONS button, the right-most tab along the top of your import table. There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow.
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What Options are available to be used when importing using Transaction Pro Importer for QuickBooks Online?